From either your inbox templates editor or the app site templates dashboard, click "Salesforce Field" in the editor toolbar to select a dynamic field from Salesforce into the body of your template. Then, when adding that newly created template to your email, click insert to populate those fields.
Articles in this section
- How do I add attachments to templates?
- What are Yesware templates and how do I create them?
- How do I share templates?
- How do I move templates between categories?
- How do I edit or delete existing templates?
- Can I add additional template categories?
- Can templates use HTML and images?
- How do I use placeholders in templates?
- Why are my templates not formatted properly?
- What are favorite templates?